Morningstar Fund Report
InvestNow KiwiSaver Mint Diversified Gr
Performance
30 Apr 2022
Growth of $10,000

Fund: InvestNow KiwiSaver Mint Diversified Gr

Index: Morningstar NZ Growth Tgt Alloc NR NZD

Category: Multisector - Growth
Financial Year Total Returns
-- | Mar-21 | Mar-22 | Apr-22 | |
---|---|---|---|---|
Fund | -- | -- | 5.09 | -5.44 |
+/- Cat | -- | -- | 1.53 | -2.58 |
+/- Index | -- | -- | 1.56 | -4.01 |
Trailing Total Returns
as at 30 Apr 2022Total Return | +/- Cat | +/- Index | Cat Rank | |
---|---|---|---|---|
1 Month | -5.44 | -2.58 | -4.01 | -- |
3 Month | -6.30 | -2.82 | -2.93 | -- |
1 Year | -4.36 | -2.56 | -4.84 | -- |
3 Year | -- | -- | -- | -- |
5 Year | -- | -- | -- | -- |
Risk Analysis
as at 30 Apr 20223-Year Risk Measures | Fund | Category | Index |
---|---|---|---|
Standard Deviation | -- | 10.84 | 8.97 |
Sharpe Ratio | -- | 0.57 | -- |
R-Squared | -- | 88.11 | -- |
Beta | -- | 1.13 | -- |
Alpha | -- | -0.64 | -- |
Fund Details
Fund Inception | 05 Oct 2020 |
Responsible Entity | Implemented Investment Solutions Limited |
Fund Manager | InvestNow Saving&Investment Service Ltd. |
Base Currency | $NZ |
Net Assets $Mil (as at 31 Mar 2022) |
3.96 |
Minimum Investment $ | -- |
Regular Savings Plan (Yes/No) |
-- |
Cash Distributions | -- |
Current Investment Style
as at 30 Apr 2022

Size | Large Style | Growth
Asset Allocation
% as at 30 Apr 2022
Domestic Equity | 16.799 |
International Equity | 63.952 |
Listed Property | 4.242 |
Unlisted Property | 0.000 |
Domestic Fixed Interest | 11.372 |
International Fixed Interest | 0.478 |
Cash | 3.158 |
Other | 0.000 |
Morningstar Sustainability Rating
Learn more
Quick Stats
as at --
APIR Code | -- |
Legal Type | Superannuation Fund |
Status | Open |
Category | Multisector - Growth |
Entry Price $ | -- |
Exit Price $ | -- |
Exit Price 1 Week Change $ |
-- |
Morningstar Ratings
Overall |
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3 Year | |
5 Year | |
10 Year |
Prosective Fees & Costs
as at --
Total Cost Ratio (Prospective) | -- |
Investment Management Fee | -- |
Performance Fee Costs | -- |
Administration Fees & Costs | -- |
Buy Spread/Sell Spread | -- / -- |